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6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2007-06-19 |
Branch Locations
4297 Kinsey Drive, Tyler, TX 75703 • United States
Austin, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Planmember Securities Corporation | Carpinteria | CA | 06/2007 | Present |
| Gentry Financial Group | Tyler | TX | 05/2015 | Present |
1)CLINT THURMAN;4297 Kinsey Drive, Tyler TX 75703;START DATE:;08/15/2013; INSURANCE SALES; PROPRIETOR;INVESTMENT RELATED;NUM OF HRS/MTH BUS:100;NUM OF HRS/MTH TO THIS BUS TRADING HRS:100 2)Gentry Financial GROUP;;4297 Kinsey Drive,Tyler TX 75703- START DATE: 1/1/2015;Securities, INSURANCE AND EMPLOYEE BENEFITS ADMINISTRATION ;Owner/Agent; INVESTMENT RELATED ;NUM OF HRS/MTH DEVOTED TO THIS BUS:160 ; NUM OF HRS/MTH DEVOTED TO THIS BUS DURING TRADING HRS:160
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-03-30 |
| S63 | Uniform Securities Agent State Law Examination | 2001-08-13 |
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